Spectrum Investment Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Spectrum Investment Advisors's estimated annual revenue is currently $5.2M per year.
- Spectrum Investment Advisors's estimated revenue per employee is $168,000
Employee Data
- Spectrum Investment Advisors has 31 Employees.
- Spectrum Investment Advisors grew their employee count by 3% last year.
Spectrum Investment Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Senior Relationship Manager | Reveal Email/Phone |
2 | Wealth Manager | Reveal Email/Phone |
3 | Relationship Manager | Reveal Email/Phone |
4 | Senior Relationship Manager | Reveal Email/Phone |
5 | Employee Education & Wellness Manager | Reveal Email/Phone |
6 | Relationship Manager | Reveal Email/Phone |
7 | Relationship Manager/Wealth Manager | Reveal Email/Phone |
8 | Relationship Manager | Reveal Email/Phone |
9 | Financial Education Advisor | Reveal Email/Phone |
10 | Event Coordinator/Communications Editor | Reveal Email/Phone |
Spectrum Investment Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $2.9M | 20 | 25% | N/A | N/A |
#2 | $3.7M | 25 | 4% | N/A | N/A |
#3 | $3.8M | 26 | -19% | N/A | N/A |
#4 | $6.9M | 41 | -5% | N/A | N/A |
#5 | $6.2M | 37 | 6% | N/A | N/A |
#6 | $94M | 358 | 6% | N/A | N/A |
#7 | $21.6M | 103 | N/A | N/A | N/A |
#8 | $5.9M | 35 | -5% | N/A | N/A |
#9 | $354.6M | 1206 | 12% | N/A | N/A |
#10 | $0.5M | 5 | 25% | N/A | N/A |
What Is Spectrum Investment Advisors?
Spectrum Investment Advisors, Inc. was incorporated in 1995 as a Registered Investment Adviser registered directly with the SEC. We are built on the premise that achieving your financial goals depends on independent financial advice, timely research, and easy access to the investments and services that best fit your specific needs. Our tagline, “Colors Simplify Investing®â€, represents the uniqueness of our education process and the ability of communicating with participants from all different industries and backgrounds. Our patented Spectrum Investor® Communication Process uniquely qualifies us to provide retirement consulting services through the use of the simplicity of colors to communicate investing. We have developed our own color-coded communication materials to educate participants and empower them in the selection and ongoing monitoring of their investment options. Registration with the SEC does not imply a certain level of skill or training. SIA does not approve or endorse any third-party communications on this site.
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Total Funding
31
Number of Employees
$5.2M
Revenue (est)
3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Spectrum Investment Advisors News
... which invest across the alternative investment strategy spectrum. Wealth advisors and their Accredited Investor and Qualified Purchaser...
... and it consults with third-party advisors, such as Malk Partners, ... capabilities across the full spectrum of alternative investments...
... tax management and portfolio management capabilities to a wider spectrum of both registered investment advisors and retail investors.
Other Companies in Mequon
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $4M | 32 | -6% | $50.6M |
#2 | $4.2M | 32 | 3% | N/A |
#3 | $5.8M | 32 | 0% | N/A |
#4 | $3.8M | 33 | -3% | N/A |
#5 | $4.1M | 35 | 35% | N/A |